Filed May 22, 2005
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,485 | $71,480+75.6% | $90,782+38.2% | $64,186+95.5% |
| Participation rate | 85.3% | 77.6%+7.7pp | 82.7%+2.6pp | 69.6%+15.7pp |
| Annual return | -5.63% | -4.25%-1.4pp | -3.42%-2.2pp | 7.63%-13.3pp |
| Employer contribution / active EE | $5,690 | $3,415+66.6% | $4,105+38.6% | $2,381+139.0% |
| Participant deferral / active EE | $3,765 | $4,302-12.5% | $5,366-29.8% | $3,470+8.5% |
| Admin fee / account holder | $37,999 | $6,309+502.3% | $5,908+543.2% | $4,888+677.4% |